MHS
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M Holdings Securities’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

M Holdings Securities’s Portfolio LIT Stock Details LIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,804
Closed -$216K – 492
2022
Q1 		$216K Buy
+2,804
New +$215K 0.02% 468

Other funds holding LIT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

M Holdings Securities's LIT Position: Q2 2022 in Review

M Holdings Securities sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2022, closing a stake of 2,804 shares — an estimated $216K sold.

M Holdings Securities first reported a position in LIT in Q1 2022 and held it in 1 quarter. The position peaked at $216K in Q1 2022. 446 funds tracked by Wall St. Rank hold LIT as of Q2 2022.

  • M Holdings Securities reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2022 after selling out during the quarter.
  • M Holdings Securities sold 2,804 Global X Lithium & Battery Tech ETF shares in Q2 2022, an estimated $216K.
  • M Holdings Securities first reported a position in Global X Lithium & Battery Tech ETF in Q1 2022 and held it in 1 quarter.
  • M Holdings Securities's Global X Lithium & Battery Tech ETF position peaked at $216K in Q1 2022.
  • 446 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2022.

Based on M Holdings Securities's 13F filing for Q2 2022, filed 16 Aug 2022.